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Category: Investment Advisor

In 1979, Agora Financial began to carve its way into the media industry. Since then, the company has been a trailblazer for publishing information that has inspired readers all around the world. The company has been considered as the “marketplace for ideas” among those in Baltimore, Maryland where Agora Financial was first established almost four decades ago. Agora Financial moved its publications headquarters to the community of Mount Vernon which is designated as a National Historic Landmark District and home to many artists, writers, authors and creative performing arts scholars.

In 1999, Agora Financial published its first ever e-newsletter. The publication became the catalyst for the company to become the architect of the investment information that has now become nationally known. Agora Financial took a need within the investment industry for educating, researching and scrutinizing the data, and turned it into a convenient opportunity for investors.Agora Financial assembled the best, and the most-informed investors, such as former investment bankers and former hedge fund managers, and aligned their expertise with an innovative publication methodology that has been successful for one million readers.

The company sends publications to subscribed investors through the internet as well as direct-mail. Subscribers are able to choose from a wide-variety of 20 publication categories and newsletters to receive on a regular basis. The information is well-vetted prior to being distributed and investors are able to make their own investment decisions without any influence by Agora Financial. The company does not make investment decisions on behalf of subscribers, and the company does not provide investment advice.Agora Financial was part of the acclaimed documentary “I.O.U.S.A.” which was nominated at the 2008 Sundance Film Festival. The film focused on the United States $9.6 trillion national debt level and the cumulative cost for each citizen. The company continues to be a trailblazer within the media industry.

SahmAdrangi is the Chief Investment Officer for a company known as Kerrisdale Capital Management. The company is one of the tops in its field and has managed to surpass its competitors to stand among some of the most well-functioning offices. The company mainly caters to hedge fund investors and raises money with the view of using it to focus on investments that would pay off in the future. The company has emerged remarkably successful with this strategy and has implemented it for their future endeavors to come. The company has worked with a variety of clients and has offered them a large range of resources and services. Currently, SahmAdrangi operates in his position from the company’s office in New York.The company has done this commercial endeavor in a short span of time, which was what was the unique tag that the corporation had to its name.

Today, the company is worth billions of dollars and aims to earn a lot more in the future. The company has big plans for their time ahead and plans to execute them in the best way with the aim of yielding more profits. With SahmAdrangi currently leading the charge at Kerrisdale Capital Management, the company has transitioned into a national name in the financial field. He has implemented some of the most business progressive ideas so that the firm can develop in the right direction.One of the primary endeavors of Kerrisdale Capital Management is raising money to help people in activist efforts. The company aims to go in for a fight against corporate giants who are also known for exploiting their customers or stock purchasers in any way. With a number of their cases private, the company is on their way to establishing a bright future in finance. SahmAdrangi has played a significant role in this endeavor. In the short span of his career here at Kerrisdale Capital Management, he has won fights against numerous companies not just from within the states, but outside as well who set up within the city and want to expand their businesses worldwide.

If you haven’t heard about Betsy DeVos yet, you are one of the few people yet to be inspired. Betsy Devos is an incredibly successful woman who inspires us all.Philanthropic is the word we all use to describe her work, and with every reason.She is an American businesswoman, Activist and even politician.Betsy as in-school mentor for 15 years,so hence she developed the love for helping children. She is known for her support to the school choice, school volunteer program. She is married to Dick Devos, the former CEO of AMWAY, and is the daughter-in-law of the multi-billionaire Richard DeVos. She has 4 children and 5 grandchildren.

Her brother Eric Prince served in the navy seals, and is the founder of Blackwater USA, and the DeVos family is the 88th richest family in the USA.Betsy is an activist, who actively takes to the towns and cities of America trying to effect change in the broken education system for the future of the country. She also fights to remove barriers creates environments for people to change for the better.DeVos has been an advocate for the Detroit Charter School System, and she is a member of the board of the foundation of excellence in children.Her philanthropic works have been already been seen all around the country and recognized and appreciated by the public in general.

Whatever your political views are, some of the positive ways she has impacted the educational system have been by being a Voice for better education and change in this country are undeniably true and genuine. DeVos also is an entrepreneur and donates regularly to charities.She has recently formed new educational opportunities in Michigan. Her and her husband founded the West Michigan Aviation Academy in 2010, and she also serves on the board of Foundation for Excellence in Education, and has actively mentored children through Kids Hope USA.So Betsy DeVos has a very busy schedule with all her political, educational and philanthropic work being done. But it looks like she’s really just getting started.What’s next for Betsy DeVos? Only time will tell.

David Giertz, the president of Nationwide Financials, feels there is the need for financial advisors to talk about social security to their customers. In an interview with Veronica Dagher, David confirmed that not many financial advisors were doing so.

If the financial advisor takes her/his time to explain the topic to the client, there is a possibility of helping them save in the long run. For instance, a client who turns on social security at an early age will end up losing $300,000 within 25years. This amounts to at least a thousand monthly which the client would have saved if the advisor took the burden of addressing the issue with them.

Why do Advisors Evade the Social Security Topic?

In a survey on Nationwide of consumers and people who are ten years from retirement was done. It revealed that a big number of advisors ignored talking to their clients on the topic. The study further showed at least 4 out of 5 people opted to change their financial advisor once they realized they avoided this topic.

The social security topic on Facebook is covered in a 2700 pages book, and to some advisors, it will be a daunting task to take the client through the rules. However, for customer retention purposes, it is advisable that financial advisors take the challenge.

About David Giertz

David Giertz became the Nationwide Financial president in 2013. He is also the incumbent head vice president for Nationwide Financial Distribution and Sales at Nationwide Life Insurance Company. David has over 30 years’ of expertise in the financial advice field.

Prior joining Nationwide Financial, David was the FI/WH sales vice president from 2009 to 2013 and held the same position for NF-Bank from 2004-2009. He is a registered broker under FINRA.

There’s a company devoted to helping people achieve their lifetime goals. They care about people in having healthier and wealthier lives even down to the retirement stage of life. This company is known as The Midas Legacy.

The Midas Legacy, is located in Winter Garden, Florida. They launched in 2013, and they are already creating a huge buzz. They have been recognized by The New York Times, International Business Times, and Dun & Bradstreet Credibility Corp Verification. Some charity foundations have also recognized them for their tireless, philanthropic efforts.

As mentioned before, The Midas Legacy is here for you. With their expert staff, they provide a wealth of wisdom nuggets and vital information so that you can get the best out of life. From avoiding different financial potholes to tax information, they provide it all. Also, The Midas Legacy care about more than the financial aspects of one’s life. They care about your health and ways to make you a better you. They care about the betterment of the whole person. They always provide tons of priceless information as well as provide some consultation/mentoring, if you desire.

For entrepreneurs, they assist in businesses making better decisions financially, and to create more jobs for others. For wealth management, The Midas Legacy use their expertise and research to show the different areas they can work on and offer other tips to supplement their income. They also show how to diversify investment portfolios, work on savings, cut down on expenses, minimize on taxes, etc. And when it comes to one’s physical health, they provide knowledge, such as the balancing of medicine and natural cures.

The Midas Legacy’s staff consists of experts in finances, publishing, business journalism, natural health, and other areas. Their main staff consists of the following: Jim Samson is a publisher, Mark Edwards is a natural health specialist, and Sean Bower is a chief editor. They have been experts in their fields for several years with some of them writing several publications in books and articles, being successful in entrepreneurship, and the financial expert being quoted among Yahoo Finance, and in Nikkei of Japan.

And as mentioned before, The Midas Legacy has been recognized by some charitable organizations for their charitable efforts. They work with several foundations and other charities, including the Florida Sheriffs Association, The Give Hope Foundation, St. Jude Children’s Research Hospital, The Salvation Army, the Wounded Warrior Project, and the American Society for Prevention of Cruelty to Animals.

If you find Brazilian banking a bit confusing then listen to advise from Brazilian banker Igor Cornelsen. The guru says that banking in Brazil isn’t that difficult, and if you follow his basic tips, you could be rolling in dough.

Brazil’s President Dilma Rousseff did the country no favors with the populist policies. The troubles in the country didn’t stop the two top banks for turning a hefty profit. Investors are scratching their heads trying to figure out how they weathered the storm. Simple. Knowledge is power.

According to Cornelsen, Brazil’s market is no different than many others. They just operate a bit different. Private banks are lending only to individuals with a solid and proven credit history. So if you’re credit is less than stellar, it’s the public sector banks for you. Investors are feeling a lot more secure about the economy now.

Brazil’s economy is teetering now. It’s a wonder anyone would want to invest there. However, the country has an overwhelming supply of natural resources – especially oil. And with an infrastructure starving for development, Brazil is a prime place to invest.

“Before you even think about investing in Brazil, you better do you’re homework,” according to Igor Cornelsen. A number of people have dove into Brazilian investing without knowing the first thing about it. It didn’t bode well for them.

Carefully study Brazil’s top ten private and public banks, says Cornelsen. Look at the trends. The country’s new finance minister could also be a breath of fresh air. The new administration is hell bent on cleaning up the old regime’s mess. This could be a key opportunity for investment.

Cornelsen says investors should always look to China. The two countries are trading partners, and as one goes, so will the other. “Trading partners play a key role in judging the economy,” says Cornelsen.